Pacific Excel Wealth Advisors’s Kaiser Aluminum KALU Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio KALU Stock Details KALU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Buy	+1,056	New	+$180K	0.08%	219

Other funds holding KALU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pacific Excel Wealth Advisors's KALU Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Kaiser Aluminum (KALU) in Q2 2026: 1,056 shares worth $207K. The stake represents 0.08% of the portfolio and ranks #219 among its holdings.

335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

Pacific Excel Wealth Advisors held 1,056 shares of Kaiser Aluminum worth $207K as of Q2 2026.
Kaiser Aluminum was a new Pacific Excel Wealth Advisors position in Q2 2026.
Kaiser Aluminum made up 0.08% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #219 holding.
335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.